Financial Strategies for Successful Retirement - Section 2

We’ll discuss the different sources of retirement income and explore maximizing social security, employer retirement plans and IRAs. Learn about required minimum distributions and passing qualified retirement accounts to your beneficiaries.

Lastly, we’ll cover wills, powers of attorney and health care directives. We will also address revocable living trusts, probate and efficiently transferring your wealth to your beneficiaries.

About the Course

Do you have a financial plan for retirement? Can you afford to retire comfortably?  Will you run out of money?  Whether you’re planning for retirement or already retired, you need to have a plan. We’ll help identify where you... See more are today and where you need to be.  Learn how income taxes and inflation affect your retirement income.

We’ll discuss the different sources of retirement income and explore maximizing social security, employer retirement plans and IRAs. Learn about required minimum distributions and passing qualified retirement accounts to your beneficiaries.

Lastly, we’ll cover the most common estate planning documents including wills, powers of attorney and health care directives. We will also address revocable living trusts, probate and efficiently transferring your wealth to your beneficiaries.

Includes the book Financial Strategies for Successful Retirement

Instructors: Jack Deinlein is a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), AND A Chartered Retirement Planning Counselor (CRPC®). He has been in practice for over 28 years and focuses on financial strategies for successful retirement.

Jim Whitlatch has been an adjunct faculty member at Indiana University since 1989, teaching “Legal Aspects of Health Care.” A partner in the law firm of Bunger & Robertson, Jim has been practicing for over 34 years, focusing on health care law. 


Course At-A-Glance

Fee:  $0.00
  Must be 18 or older
  Fee Includes Textbook

Course Sections

No Sections for this Course are currently scheduled.